See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,953 | $177,572-48.8% | $154,803-41.2% | $142,382-36.1% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 19.79% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,418 | $4,810-49.7% | $4,305-43.8% | $4,299-43.8% |
| Participant deferral / active EE | $3,895 | $6,272-37.9% | $5,540-29.7% | $6,507-40.1% |
| Admin fee / account holder | $1,053 | $16,786-93.7% | $14,329-92.6% | $12,624-91.7% |